Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Novus Advisors

Latest statistics and disclosures from Novus Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPDW, XLSR, SPYM, SPEM, and represent 42.89% of Novus Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTL, FISR, SPDW, SPLB, XTEN, XLG, SPAB, TFI, DYNF, IVE.
Started 4 new stock positions in XLG, SPTL, XTEN, SPLB.
Reduced shares in these 10 stocks: BIL, JNK, CERY, SPSM, , SPYM, SPY, GLD, SPEM, XLSR.
Sold out of its positions in SPIB, BIL.
Novus Advisors was a net buyer of stock by $375k.
Novus Advisors has $45M in assets under management (AUM), dropping by 2.70%.
Central Index Key (CIK): 0002042508

Tip: Access up to 7 years of quarterly data

Positions held by Novus Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Novus Advisors

Novus Advisors holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	13.6	$6.1M	-2%	8.9k	682.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.2	$4.1M	+20%	93k	44.41	View chart
Ssga Active Tr State Street Us (XLSR)	7.8	$3.5M		56k	62.31	View chart
Spdr Series Trust State Street Spd (SPYM)	6.5	$2.9M	-4%	36k	80.22	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	5.7	$2.6M	-2%	55k	46.81	View chart
Ssga Active Tr State Street Fix (FISR)	5.7	$2.5M	+61%	98k	25.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$1.4M		2.0k	684.77	View chart
Spdr Series Trust State Street Spd (SPSM)	3.0	$1.4M	-20%	29k	46.86	View chart
Spdr Series Trust State Street Spd (TFI)	2.8	$1.3M	+8%	28k	45.71	View chart
Spdr Series Trust State Street Spd (SPTL)	2.6	$1.2M	NEW	44k	26.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$1.1M		12k	89.46	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$867k		37k	23.37	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	1.9	$846k	-36%	30k	28.55	View chart
Spdr Series Trust State Street Spd (EMHC)	1.9	$842k	+2%	33k	25.46	View chart
Spdr Series Trust State Street Spd (SPMD)	1.9	$837k	+2%	15k	57.91	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$809k	-10%	2.0k	396.31	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.7	$763k	+4%	19k	41.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.7	$758k		3.8k	198.62	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$721k	-2%	16k	46.54	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	1.6	$706k		17k	40.86	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.4	$617k	+5%	32k	19.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$582k		1.2k	473.30	View chart
Union Pacific Corporation (UNP)	1.3	$570k		2.5k	231.32	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$523k	+13%	8.6k	60.81	View chart
Exxon Mobil Corporation (XOM)	1.1	$504k		4.2k	120.34	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$496k	+2%	6.9k	71.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$492k	+8%	4.0k	123.26	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$457k	-3%	4.8k	95.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$446k		711.00	627.13	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	1.0	$439k	+3%	21k	21.37	View chart
Spdr Series Trust State Street Spd (SPAB)	0.8	$378k	+55%	15k	25.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$343k	+21%	1.6k	212.07	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$325k	-7%	2.9k	113.93	View chart
Amazon (AMZN)	0.7	$314k	-5%	1.4k	230.82	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$312k		3.5k	88.08	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$299k	+4%	4.4k	67.22	View chart
Spdr Series Trust State Street Spd (JNK)	0.6	$270k	-76%	2.8k	97.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$257k		885.00	290.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$254k	-7%	11k	23.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$243k		941.00	257.95	View chart
Spdr Series Trust State Street Spd (SPLB)	0.5	$240k	NEW	11k	22.58	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$232k		2.2k	107.11	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.5	$215k	NEW	4.7k	46.22	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$210k	NEW	3.5k	59.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$208k		1.1k	190.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$208k	-5%	1.4k	148.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$203k	-8%	1.0k	199.68	View chart

Past Filings by Novus Advisors

SEC 13F filings are viewable for Novus Advisors going back to 2024

Novus Advisors 2025 Q4 filed Feb. 13, 2026
Novus Advisors 2025 Q3 filed Nov. 13, 2025
Novus Advisors 2025 Q2 filed Aug. 14, 2025
Novus Advisors 2025 Q1 filed May 9, 2025
Novus Advisors 2024 Q4 filed Feb. 7, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z